QM · rank #14 · 2026-09-09
DEC
PARIS · EUR · $5.85B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +67.17% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +16.1% |
| Profit margin Net profit margin, trailing 12 months. | +8.7% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $5.85B |
| Anchor (recent) Close on 2026-08-10 | $23.98 |
| Anchor (far) Close on 2025-08-08 | $14.34 |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
JCDecaux (DEC) is the world's largest out-of-home advertising company, monetizing exclusive long-term municipal and transport concessions across street furniture, transport hubs, and billboards with a rapidly growing digital and programmatic layer.
Rationale
The 0.67 12-1 momentum signal is reinforced by concrete fundamental drivers — 53.5% recurring EBIT growth, 84.7% net income growth, and 14.5% organic digital revenue growth in H1 2026 — giving the quality-momentum pairing genuine earnings-acceleration backing rather than pure sentiment rotation.
Material risks
- 1Concession renewal risk is the single most thesis-breaking factor; loss of major municipal or transport tenders (as opposed to wins like Hamburg) would directly shrink the exclusive inventory base that underpins both the quality and momentum thesis.
- 2Cyclical advertiser budget cuts triggered by macro or geopolitical deterioration (Middle East exposure ~5% of 2025 revenue, broader global uncertainty) could rapidly reverse the margin expansion and free cash flow inflection that justify the current momentum.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 3 of 3 voted to proceed.